Innovative Approaches to Economic Uncertainty and Relationship Management

What does Canada’s economic future look like? How can your relationship management and prospecting strategies help you evolve your financial services business to remain at the cusp of innovation as the industry transforms?

Learn how to stay ahead of this transitional period at the Distinguished Advisor Conference in Kelowna, November 5-8.

A significant number of economic and social disruptions are going to shake up the industry, requiring financial and tax professionals to change the way they do business over the next weeks, months and years. Proposed tax reform, rising inflation, increases in minimum wage, artificial intelligence, intergenerational wealth transfer, CRM2, and retiring older advisors are just some of the threats that need to be addressed proactively. We’re approaching a period of uncertainty, but, by placing emphasis on foundational leadership to position yourself and your firm for all of the issues coming your way, you can continue to play an integral role in Canada’s economic evolution.

While concern about the future of the industry is appropriate to some degree, experts in the field believe that Canada’s future is bright; any apprehension about what’s to come should be converted into a driving force for advisors to set new standards and enhance their value proposition for clients.

Having analyzed the investment markets since 1963, Dr. Michael Graham has confidence that the markets will sort themselves out. His session at this year’s DAC on “Embracing The Crossroads of Change: Portfolio Management Perspectives from a Bay Street Veteran” will show that, historically, times of instability and uncertainty have resolved; by focusing on proven disciplines like balance, diversification and quality you can instill confidence in your clients and effectively deliver better longer-term returns on their investments. In his session, Dr. Graham will encourage you to learn from historical economic trends over the past 150 years, and recognize how change in this country positively positions Canada in the global economy.

Canada’s economic future is bright, but stagnation remains one of the greatest threats to the prosperity of your business as the industry evolution manifests. You need to continue to grow a business that has market value — no matter what that market looks like. Redefining your approach to relationship management, investment perspectives that are relevant to each generation of clients, and your application of technology will keep you on the cusp of innovation.

DAC speaker Dan Collison — Regional Director of The Investor’s Group, acclaimed author, and instructor at the Schulich School of Business — compels you to change the game by refocusing your sustainable competitive advantage based on market conditions. At this year’s event, his talk, “Pain-Free Prospecting: Steps to Recreating Your World-Class Practice,” will address how threats to the financial services industry drive the need for a reinvigorated approach to your business plans — with emphasis on relationship management and your prospecting efforts.

Ready to carve your place as an innovator in the financial services industry? Take advantage of early registration for the DAC before September 30^th online or by calling 1-866-953-4769.

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